Exporting Reports for Company Data
There may be instances when you want to export various reports to retain important information. Below is a list of reports that may be of interest in exporting company data, along with tips for exporting and the description of the report.
Tips for Exporting Reports
- Click on a report name to open its details. Set any desired parameters, if applicable (ie. a specific date range to pull data from). Note: If you select different Parameters from the default, make sure to click View Report. Then, click Export. Choose your desired file type (.csv or .xlsx is recommended).
- Some reports may be better to be pulled directly from the associated tab/roster within Encompass. Prior to exporting, be sure to set your desired date range (where applicable) and/or use the dropdown button to select additional fields to include in the export, if desired.
- Example:
- Example:
Report Names and Descriptions
| Report/Data | Description/Tips |
|
Accident Detail Report (Drivers > Reports) |
Provides a list of accident details. |
|
Applicants (See description/tips) |
Export an Excel file directly from the Applicants tab in Encompass
|
|
Unit DVIRs Report (Vehicles > Reports) |
Provides a list of DVIRs and defects for all units. |
|
Employee Log Report (Drivers > Reports) |
Provides a print of the employee log. |
|
Employee Violations Report (Drivers > Reports) |
Provides a list of all violations for drivers. |
|
Driver Maintenance Status Report (Drivers > Reports) |
Provides the status of all Maintenance Checklist items for each driver. |
|
Driver Prequalification Status Report (Drivers > Reports) |
Provides the list of all Prequalification Checklist items for each driver and indicates their completion status. |
|
Employee Training Report (Drivers > Reports) |
Provides a list of all trainings for each employee, including the last completed date and next due date. |
|
Employee Rules Report (Drivers > Reports) |
Provides each employee's rule information. It also provides options to simply list employees that are bound to Company rules or Employee rules. |
|
Trip Information Report (Vehicles > Reports) |
Based on criteria selected, provides details of all fuel tax trips in the system. |
|
Parts (See description/tips) |
Export from Vehicles > Unit Maintenance > Parts tab
|
|
Employee Roadside Inspection Report (Drivers > Reports) |
Provides the list of Roadside Inspections entered for the employee over the last 5 years. This is not CSA data. These are manually entered inspections. |
|
Unassigned ELD Events (See description/tips) |
Export from Drivers > Hours of Service > Unassigned Events tab. Make sure to select the date range you are looking to pull data from.
|
|
Repair Order Summary Report (Vehicles > Reports) |
Provides a summarization of counts and costs of repair orders. |
|
Unit Out of Service Report (Vehicles > Reports) |
Provides a list of units that have been deemed "Out of Service" based on data entered in the Unit Service area. Also provides information regarding the unit being brought into service. |
|
Unit Renewable Items Report (Vehicles > Reports) |
Provides a list of all renewable items for units with their statuses, last completed, and due dates. |
|
Unit Pre-Service Items Report (Vehicles > Reports) |
Provides a list of the pre-service items per unit and their statuses. |
|
Unit Preventive Maintenance (See description/tips) |
Export from Vehicles > Maintenance > PM tab.
|
|
Unit Repair Orders Report (Vehicles > Reports) |
Provides a list of repair orders and their corresponding details. |
|
Unit Titling and Registration (See description/tips) |
Export from Vehicles > List tab. (If desired, you can export from the All tab to include and disposed units.)
|
|
Unit Information Report (Vehicles > Reports) |
Provides a list of all units, their associated descriptive data, and their qualification status. |
